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Churchill Financial Advisors’s Intuit INTU Stock Holding History

Churchill Financial Advisors’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$612K Sell
2,346
-50
-2% -$17.4K 0.12% 84
2026
Q1 		$1.04M Sell
2,396
-504
-17% -$240K 0.22% 64
2025
Q4 		$1.92M Buy
+2,900
New +$1.92M 0.59% 41

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Churchill Financial Advisors's INTU Position: Q2 2026 in Review

Churchill Financial Advisors reduced its Intuit (INTU) stake by 2.1% in Q2 2026, selling an estimated $17.4K and leaving 2,346 shares worth $612K. The position accounts for 0.12% of the portfolio, ranked #84.

Churchill Financial Advisors first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.92M in Q4 2025. 1,744 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Churchill Financial Advisors held 2,346 shares of Intuit worth $612K as of Q2 2026.
  • Churchill Financial Advisors sold 50 Intuit shares in Q2 2026, an estimated $17.4K.
  • Intuit made up 0.12% of Churchill Financial Advisors's portfolio in Q2 2026, its #84 holding.
  • Churchill Financial Advisors first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
  • Churchill Financial Advisors's Intuit position peaked at $1.92M in Q4 2025.
  • 1,744 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Churchill Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.